See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,473 | $81,900-20.1% | $119,609-45.3% | $68,494-4.4% |
| Participation rate | 48.4% | 71.9%-23.5pp | 79.3%-30.9pp | 67.9%-19.5pp |
| Annual return | -19.89% | -23.82%+3.9pp | -14.97%-4.9pp | -7.84%-12.0pp |
| Employer contribution / active EE | $1,358 | $2,693-49.6% | $4,232-67.9% | $2,596-47.7% |
| Participant deferral / active EE | $3,646 | $4,148-12.1% | $5,602-34.9% | $4,027-9.5% |
| Admin fee / account holder | $363 | $6,582-94.5% | $10,323-96.5% | $5,403-93.3% |